Member Info for JAllis

Also, what is the 'beaco' you refer to?

thnks

Hi HFB,

Been reading some of your posts and found them informative, thankyou.

Had a quick question, please could you clarify what you mean by the majors need a decision/support/'permit' from the TL government for a firmer commitment here? Is the PSC for Chuditch not that? What is the difference here between what you believe is missing from the government and what BOIL has?

Thanks!

The trial is double blinded and and data wont be assessed until the trial completes thus how do you conclude we will have enough data in 6-8 weeks??!!

If youre referring to the home trial thats P2 and we already have P2 results and no EUA has been granted. EUA can only be off P3 and that data wont be available until Q3 at least

The results due in Q2 are simply P2 results, the current SP is a reflection of good P2 results, I cant see even good resutls in Q2 having a major positive impact on the price becuase of exactly that, they are just P2.

The P3 results should be the major driver in price here but they are a while away yet, end Q3/beginning Q4 at least. I see continued dripping in the price esp given the current lockdown easing, vaccination spreading and reduced hospitalisations

meaning the vaccine itself could be used as a prophylactic every winter

Org - it doesnt take months for the 95% rate to kick in - it takes c.4 weeks, please refer to the articles posted

Where did you get 6 weeks time from? That is P2 results and is unlikely to have a massive imapct because as far as a P2 trial is concerned those results are already out from the last trial.

P3 results wont be available till Q3.

Org30 - spot on regarding market size. When taking into account only the developed Western markets which is most likely where SNG will be utilised, these are the markets where the vaccine will be deployed near enough 100% levels thus the brilliant results from the vaccine of upto 95% reduction rate in hospitalisations will have a direct crrelation on the addressable market reducing that, also, by 95%

At current levels and accounting for the IP nature of the drug, it would be cost prohibitive for much of the 3rd world population. Additionally that 400 M would be a market split between all therapies not just SNG, and ofc only apply where the IP is respected

If we were to extrapolate this out it could be argued for a 100% vaccinated population the addressable market for therapeutics is reduced by an average of c.90%.

If we then apply that to SP targets by reducing them by c.90% where would that leave us?

This will substantially reduce addressable market size of therapeutics such as SNG. The vaccine itself is acting as a prophylactic.

Much easier and practical to get a jab than place people on weeks on inhaled drugs, likely much cheaper too. This news out today is likely the reason for the drop, further downside expected as vaccine rollout widens.

"Breaking down the data, one dose of the Pfizer-BioNTech vaccine was linked to an 85% smaller risk of hospitalization from COVID-19 (compared with an unvaccinated person) four weeks after the first jab, while the AstraZeneca vaccine was linked to a 94% risk in hospitalization over the same time period."

https://www.businessinsider.com/covid-19-vaccines-cut-84-percent-virus-hospitalizations-uk-data-2021-2?r=US&IR=T

yes, it will become LBPS, Live Bio Therapeutics

the best assumptions/inferences are what make/lose money, thats what investing is, an assumption based on data of what will happen in the future.

those that listened to the assumptions last week would not be sat on losses now. theres a lot of shares swimming around all waiting to be sold

the evidence is all over the chart, look at what has happened on the prev two RNS's

look at the chart

one need only read RNS's for evidence of how much placing shares are at the 175 level

I'm sure those that are now underwater wish they'd listened to the original post.

This goes lower yet. Typical AIM drift and price decay will kick in in the time before results. Rampers will try and say they will be released early blah blah blah but this is AIM things dont happen early, they will be released when they have been fully evaluated. A while yet, minimum 2 months per guidance from company

Placing flippers will want out

Told everybody on here last week there was a tonne of placing shares at 175 and the news would get sold into dampening the rise. But y'all just wanted to flame. Hope nobody bought at the highs on Friday/Monday because of the exuberant ramping, otherwise they'll be underwater now.

This will be suppressed for a while yet

Go back and check volume, it as insufficient to cover all

MR - The fact is there was a placing for tens of millions of shares, nobody here knows the intention of those participating but based on how placings work its fair to say it will be a mix of long term holders and short term flippers. Those flippers are the ones that pose the problem here